Core Points - The annual meeting of Aramark was held virtually, allowing shareholders to participate and submit questions online [4] - Shareholders elected a full slate of 11 directors, ratified Deloitte & Touche as the independent auditor for fiscal 2026, and approved executive compensation in a non-binding advisory vote [5][7] - The board expressed confidence in CEO John Zillmer, stating there is no near-term succession plan and a robust pipeline of senior executives is being developed [6][12] Meeting Details - The notice of meeting and proxy statement were mailed on December 22, 2025, to shareholders of record as of December 12, 2025 [1] - As of the record date, Aramark had 262,808,032 shares of common stock outstanding, with each share entitled to one vote [2] - The polls for voting opened at 10:04 a.m. and closed at 10:05 a.m., with preliminary results confirming the election of directors and ratification of the auditor [9] Board and Leadership - The board of directors includes Susan Cameron, Greg Creed, Brian DelGhiaccio, Richard Dreiling, Bridgette Heller, Kenneth Keverian, Karen King, Patricia Lopez, Kevin Wills, John Zillmer, and Stephen Sadove [3][8] - The company continues to engage with NGOs regarding animal welfare practices and evaluates its guidelines regularly [6][14] Supply Chain and Operations - Management reported that supply chain impacts from tariffs have been managed with very little disruption, characterizing the effects as negligible on operations and financial results [6][13] - The company operates in various sectors, including education, healthcare, business, and government, providing integrated solutions to enhance guest experiences and operational efficiencies [16]

Market Overview - The FTSE 100 opened lower, down 35 points at 10,367, primarily driven by disappointing performances from Compass and Vodafone [1] - Vodafone shares fell 5.5% after reporting organic service revenues below forecasts for the UK and Germany [2] Vodafone Performance - Vodafone Group PLC reported a 5.4% increase in organic service revenue for the past quarter, which is a decline from 5.8% in the second quarter and below the expected 6.0% [3] - In the UK, revenue decreased by 0.5%, while in Germany, the largest market, growth was only 0.1%, significantly below forecasts [4] Compass Performance - Compass shares dropped 7.7% despite the company claiming a strong start to its new financial year [1] Shell Financials - Shell PLC reported its lowest quarterly profit since early 2021, with adjusted earnings of $3.26 billion for Q4 2025, down 40% and below analyst expectations of $3.5 billion [5] - The company announced a 4% dividend increase and initiated a $3.5 billion share buyback, while net debt rose to $45.7 billion from $41.2 billion at the end of Q3 [5] BT Group Results - BT Group PLC reported a 4% decline in revenue to £4.98 billion, slightly below City forecasts of £5.1 billion [6] - Adjusted EBITDA was £2.1 billion, down 1%, but in line with expectations, with earnings remaining broadly flat when excluding one-off factors [7]

只要是开了这个头，年轻人都有非常强烈的"露一手"的意愿。 最近几年，年夜饭的"主理权"逐渐被移交到了看着抖音和小红书，来学习买菜和做饭的年轻人手上。 大家的需求会有什么样的改变呢？ 新一代主理人，喜欢什么样的年夜饭？ 一个明显的趋势是，返乡的年轻人逐渐出现了一个新的共同愿望：希望让家里的长辈，也尝尝自己平时吃到的新鲜口味。 这可能是在上海梧桐区时髦甜品店被发明出来的新口味，也可能是过去一年火热的云贵川bistro的木姜子新调味，甚至是刚在首尔走红的迪拜巧克力大 福。 再加上春节时间充裕，还有很多年轻人也愿意尝试更需要时间和技能的大菜、硬菜。像炸带鱼、炖猪肘、焖羊排、芥末虾球、葱爆龙虾，都是他们想挑战 的菜式。 从数据来看，家里的长辈其实也乐得清闲，愿意把"重任"交给已经成年的孩子。 下厨房曾经发布的一份春节饮食趋势调查报告，里面显示，有六个省份的年夜饭"掌勺人"年龄在18-25岁之间。盒马去年发布的盒区房报告也显示，盒区 房18至35岁的年夜饭"主理人"占比过半。 那么，新一代年夜饭"主理人"，具体喜欢做什么样的菜呢？我们好奇地搜索了一下，发现像在小红书、抖音这样年轻人为主的生活类社交平台上，点赞靠 前的菜式 ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Aramark (ARMK) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Earnings Growth - Aramark has a historical EPS growth rate of 39.1%, with projected EPS growth of 16.8% for the current year, significantly outperforming the industry average of 9.6% [4]. Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets) of 1.4, indicating it generates $1.4 in sales for every dollar in assets, compared to the industry average of 0.96, showcasing superior efficiency [5]. Sales Growth - Aramark's sales are expected to grow by 6.3% this year, exceeding the industry average growth rate of 4.6% [6]. Earnings Estimate Revisions - The current-year earnings estimates for Aramark have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month, indicating positive momentum [8]. Overall Positioning - Aramark has achieved a Growth Score of A and holds a Zacks Rank 2, positioning it favorably for potential outperformance in the growth stock category [10].

Core Viewpoint - Civeo Corporation has secured a four-year contract with Ontario's Ministry of the Solicitor General to provide meal services to correctional facilities, with an expected start in April 2026 [1] Group 1: Contract Details - The contract involves the production and transportation of approximately 20,000 meals per day to ten provincial correctional facilities across Ontario [1] - Transition activities for the contract will begin prior to the official start date in April 2026 [1] - There is an option to extend the contract term by an additional two years [1]

在食材选择上，七鲜小厨主动公开核心供应商清单，全部选用行业头部品牌：食用油采用福临门非转基 因大豆油，大米选用十月稻田东北一级大米，肉禽蛋奶锁定正大集团等知名企业，从源头保障菜品安 全。所有蔬菜均为优质净菜，每日冷链配送到店，坚持"新鲜现炒"，让老人吃到真正的"锅气"。 同时，七鲜小厨开放24小时后厨直播，老人及其子女可通过京东外卖App实时观看现炒过程，真正做 到"看得见的热气，尝得到的放心"。 "炒完了到家就几分钟，热乎乎的。"蔡淑荣老人对配送服务赞不绝口。七鲜小厨的餐食由京东外卖全职 骑手配送，保证及时稳妥送达。为解决冬季配送保温难题，京东外卖为全职骑手配备加热餐箱，配送20 分钟之内仍可保持70摄氏度，60分钟以上超远距离配送也能保持55摄氏度以上，确保老人在寒冬也能吃 上热乎饭。 本报讯 （记者梁傲男）近日，京东旗下七鲜小厨成为北京市首家正式备案的线上专供养老助餐点，在 部分门店上线"长辈专区"，为老年人提供更加健康、便捷的用餐新选择。北京市东城区龙潭街道也以京 东七鲜小厨全国首店为载体，创新打造"线上点餐—线下配送—金融支付"全链条养老助餐服务，构 建"15分钟养老助餐服务圈"。 龙潭街道办事处副 ...

Core Viewpoint - The article highlights the vibrant consumer activity in a large commercial complex in Nanhu District, showcasing the ongoing commercial vitality in Jiaxing and the enjoyment of a better life by its citizens [3]. Group 1 - The food area of the commercial complex is bustling with activity, indicating strong consumer interest during the weekend [3]. - Many citizens are taking advantage of the weekend to purchase food, reflecting a positive trend in consumer behavior [3]. - The lively atmosphere in the food section serves as a vivid representation of Jiaxing's commercial dynamism [3].

Group 1 - Banco Santander, S.A. is recommended as a "terrific" buy by Jim Cramer, following the sale of a 49% stake in its Polish subsidiary to Erste Group [1] - Cramer advises against investing in enterprise software companies, specifically mentioning Datadog, Inc. [1] - Origin Bancorp, Inc. is viewed positively by Cramer, who suggests holding the stock and buying more if it pulls back, with earnings results expected on January 28 [2] Group 2 - Cava is recommended as a buy, with Doug Thompson appointed as COO effective March 2 [3] - Royal Gold, Inc. increased its annual dividend from $1.80 to $1.90 per share, and Cramer suggests taking some profits [3] - Autodesk, Inc. is categorized as enterprise software, which Cramer indicates is currently undesirable [3][4] Group 3 - Recent stock price movements include Banco Santander down 0.9% to $12.11, Datadog down 1.3% to $120.86, Origin Bancorp up 1.2% to $40.48, Royal Gold up 2% to $259.15, Cava up 2% to $72.00, and Autodesk up 0.4% to $262.26 [6]

Group 1 - Sodexo is a leader in Food and Services, founded in 1966, with a focus on improving everyday experiences across various sectors [2] - The company operates with a responsible business model and aims to enhance the quality of life for employees and consumers while contributing to social and environmental progress [2] - As of August 31, 2025, Sodexo had consolidated revenues of €24.1 billion and employed 426,000 people across 43 countries, serving 80 million consumers daily [7] Group 2 - The liquidity contract with BNP Paribas Arbitrage involved trading activities in 2025, with 288,451 shares bought for €14,326,470 and 286,077 shares sold for €14,292,860 in the second semester [1] - In the first semester of 2025, a total of 412,920 shares were bought for €26,508,699 and 353,779 shares were sold for €22,872,331 [1] - As of January 7, 2026, Sodexo's market capitalization was €6.5 billion [7]

Group 1 - The UK competition watchdog has mandated that Aramark, a U.S.-based food service and facilities provider, divest its offshore catering firm Entier following an investigation [1] - The investigation concluded that the merger would substantially lessen competition in the market [1]